The SAFE HARBOR FIDUCIARY is a privately held investment adviser that advises $137.2mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. SAFE HARBOR FIDUCIARY is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 28.47% over the last 5-years.
The Group has been registered with the SEC for 5.09 years and is comprised of 2 filing and 0 relying advisers. They operate out of 3 office locations with their Headquarters at 700 SOUTH PALAFOX STREET SUITE 300, PENSACOLA, FLORIDA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 7 employees comprised of 5 investment and 2 non-investment staff. The total number of Employees increased by 600% over the last 5-years.
Their $137.2mn in assets advised are owned by 0 private funds, 1 public fund and BDCs and 0 other accounts. Assets of High Net Worth Individuals clients own $77.81mn or 56.72% of Total Assets and Individuals own $52.04mn or 37.93% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 3 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
SAFE HARBOR FIDUCIARY names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.